July 12

Ord Minnett appoints David Lane as Queensland’s State Manager

Ord Minnett announces senior appointment of David Lane as Queensland’s State Manager

12 July 2021 – Ord Minnett (Ords), a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services, is pleased to announce the appointment of David Lane, as Ord Minnett’s Queensland State Manager and Senior Investment Adviser.

George Deva, Head of Private Wealth, stated:

‘We are delighted with the appointment of David to the role of Queensland State Manager and Senior Investment Adviser’ and added, ‘David will bring to Ord Minnett, a depth of wealth management and advice experience, which will serve to complement our growth trajectory in Queensland whilst maintaining our history of advice and service excellence to our Private Wealth clients.’

David joins Ord Minnett with an impeccable resume having started his career in stockbroking as a SEATS Operator to becoming the Queensland Manager for Salomon Smith Barney where David successfully grew the business in Brisbane and the Gold Coast before assuming a full-time role as an adviser. Pitcher Partners sought David’s advice and help in establishing and growing their wealth management business to a reputation it enjoys today as a highly respected advice business.

David has been recognised for his service to the advice industry and has been awarded numerous accolades, including being ranked in the prestigious Barron’s Top 100 Australian Financial Advisers list in 2020 and 2021.

‘We continue to invest in recruiting high calibre investment professionals and advisers to continue Ord Minnett’s proud history and heritage of building wealth for generations of Australian investors’, said Head of Private Wealth, George Deva.
‘I am truly excited about joining Ords Minnett and I feel very privileged to be given the opportunity to lead Ord Minnett’s wealth management business in Queensland’, remarked David Lane, ‘I have always respected the Ord Minnett business and have been impressed by the adoption of new technology and innovative thinking while retaining a respect for the heritage of the business’.

About Ord Minnett (Ords)

Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. Founded in 1951 by Charles Ord and Jack Minnett after meeting in the Australian Imperial Force in the Second World War, Ords grew via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. Focused on service excellence, Ord Minnett is a highly respected name in the Australian investment landscape. Ords clients benefit from specialist Corporate Finance, Fixed Interest and Asset Management teams committed to providing unique investment offerings.

Company Website: ords.com.au

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'Building Wealth for Generations'

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12

National Offices


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